Wagner Wealth Management (South Carolina)’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Wagner Wealth Management (South Carolina)’s Portfolio ROBO Stock Details ROBO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$371K	Buy	8,871 +300	+4%	+$12.3K	0.25%	81
2018 Q2	$343K	Sell	8,571 -340	-4%	-$14.1K	0.25%	83
2018 Q1	$373K	Buy	8,911 +1,965	+28%	+$85.1K	0.28%	81
2017 Q4	$306K	Buy	+6,946	New	+$282K	0.23%	88

Other funds holding ROBO

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SHGA

Sand Hill Global Advisors Palo Alto, California $2.97B AUM 16.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

RTS

Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s ROBO Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) increased its ROBO Global Robotics & Automation Index ETF (ROBO) stake by 3.5% in Q3 2018, buying an estimated $12.3K and bringing the position to 8,871 shares worth $371K. The position accounts for 0.25% of the portfolio, ranked #81.

Wagner Wealth Management (South Carolina) first reported a position in ROBO in Q4 2017 and has held it in 4 quarters since. The position peaked at $373K in Q1 2018. 180 funds tracked by Wall St. Rank hold ROBO as of Q3 2018.

Wagner Wealth Management (South Carolina) held 8,871 shares of ROBO Global Robotics & Automation Index ETF worth $371K as of Q3 2018.
Wagner Wealth Management (South Carolina) bought 300 ROBO Global Robotics & Automation Index ETF shares in Q3 2018, an estimated $12.3K.
ROBO Global Robotics & Automation Index ETF made up 0.25% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #81 holding.
Wagner Wealth Management (South Carolina) first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2017 and has held it in 4 quarters since.
Wagner Wealth Management (South Carolina)'s ROBO Global Robotics & Automation Index ETF position peaked at $373K in Q1 2018.
180 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.